OTCKX
Price
$34.22
Change
+$0.25 (+0.74%)
Updated
Sep 26 closing price
Net Assets
15.3B
PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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OTCKX vs PMBPX

Header iconOTCKX vs PMBPX Comparison
Open Charts OTCKX vs PMBPXBanner chart's image
MFS Mid Cap Growth R6
Price$34.22
Change+$0.25 (+0.74%)
VolumeN/A
Net Assets15.3B
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
OTCKX vs PMBPX Comparison Chart in %
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OTCKX vs. PMBPX commentary
Sep 29, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OTCKX is a Buy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. OTCKX (15.3B). PMBPX pays higher dividends than OTCKX: PMBPX (0.01) vs OTCKX (0.00). OTCKX was incepted earlier than PMBPX: OTCKX (13 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than OTCKX (0.67). OTCKX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCKX (0) and PMBPX (0) have matching initial minimum investment requirements. OTCKX annual gain was more profitable for investors over the last year : 3.73 vs. PMBPX (2.56). PMBPX return over 5 years is better than : 48.73 vs. OTCKX (31.51).
OTCKXPMBPXOTCKX / PMBPX
Total Expense Ratio0.660.8380%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence13 years25 years-
Gain YTD8.9125.430164%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B33B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.732.56146%
Returns for 3 years52.9056.2394%
Returns for 5 years31.5148.7365%
Returns for 10 years143.21123.12116%
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